Unpacking The Form 990: A Deeper Dive

Presented on:
May 19, 2020 10:00 AM PT
Duration:
2 hours
Location:
Online

In times of uncertainty, it’s more important than ever for funders to be aware and supportive of their grantees’ financial health.

Join Southern California Grantmakers and Moss Adams for the second part of this financial literacy series, Unpacking the Form 990: A Deeper Dive. Led by Moss Adams Senior Managers Lauren Haverlock and Mike Lumsden, this on-demand webcast will provide an in-depth look at the Form 990 as we continue to better understand the story behind an organization’s return.

It will also explore the opportunities, limitations, and complexities of the Form 990, including:

  • Important issues pertaining to grant making organizations
  • How provided financial information highlights a charity’s financial position
  • How the Form 990 highlights compliance with public charity governance best practices
  • Ways private foundation support may impact a charity’s public support test
  • Lobbying and political activities

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Speakers

Lauren Haverlock, Senior Manager, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax exempt bond compliance.

Mike Lumsden, Senior Manager, Moss Adams

Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations, such as health care companies, schools and universities, museums, and foundations. Mike has extensive experience with tax compliance, unrelated business income analysis, research, and complex tax matters related to ongoing compliance and targeted tax planning. He’s also practiced in working with for-profit clients, specifically corporations and partnerships.

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Applicable Industries

FoundationsHigher EducationNot-for-Profit